Job Description

Overview Regional Retirement Consultant at Transamerica Job Description Summary: Generate qualified retirement plan sales and maintain small and mid-market client relationships. Partner with a local RVP in a geographic territory to engage with financial professionals, consultants, third party administrators and plan sponsors. Responsible for achieving an annual plan and asset sales goal. Manage the relationship with assigned advisors, TPAs and plans to ensure ongoing client satisfaction and future opportunities. Responsibilities Manage the Request for Proposal (RFP) process and requests for information. Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities. Profile and gather client and plan information to package Transamerica solutions, including multiple service models across all qualified plan types with thousands of investment options, to be presented to the plan sponsor, advisor, and TPA community. Develop Retirement plan pricing, with responsibility for investment research, fund mapping, service model selections, and underwriting. Engage in proactive advisor outreach, cultivation of advisor relationships and the facilitation of sales finals to plan sponsors. Partner with RVP/IW to develop a network of advisors to meet company objectives through territory sales. Perform individual prospecting and sales to advisors and plan sponsors of Transamerica’s Retirement Solutions in the sub $3M market. Handle post-sale coordination of sales contract documentation for plan submission and implementation. Work with advisors and plan sponsors to finalize product and service selections, sales contracts, and coordinate with the internal implementation team for onboarding. Serve as a point of contact to resolve issues and keep the advisor informed on progress. Stay up to date on the dynamic landscape of the group retirement space including legislative changes, new competitor offerings, internal product changes, and how broker-dealer partners want to do business with Transamerica. Facilitate campaign marketing/advisor communications via outbound calls to solicit interest in Transamerica Retirement products and services. Manage post-sale service issues and field product inquiries from clients; direct to internal support units and maintain clear expectations. Qualifications Bachelor’s degree in a business field or equivalent experience FINRA Series 6 or 7 FINRA Series 63 Applicable State Insurance licenses or obtain within 90 days of hire One year of relevant financial services experience such as internal sales experience, financial advisor, or similar work in the retail banking industry Excellent listening, communication and interpersonal skills Critical thinking skills to analyze data and make well-reasoned decisions Proficiency using MS Office suite Preferred Qualifications Experience with group retirement plans Sales or relationship management experience Industry designations (such as CRPS) MBA Working Conditions Hybrid office/remote environment Occasional travel to assigned regions to strengthen relationships, attend regional events, broker-dealer partner meetings, and regional events Compensation Total compensation for first year RVP/Regional Retirement Consultant targeted at $115,000, contingent upon attainment of sales goals. Commission-based pay is capped at 250% of target. Commissions: This position may be eligible to earn commissions targeted at $40,000 annually paid on monthly sales based on applicable sales incentive plan(s). Bonus Eligibility: Typically eligible for an annual bonus based on Individual Performance with target of $20,000 annually tied to product sales. Other product bonuses may apply. What We Offer Competitive Pay Bonus for Eligible Employees Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health, Work/Life Balance & Inclusion Paid Time Off starting at 160 hours annually Ten paid holidays per year Wellness programs, parental leave, adoption assistance, Employee Assistance Program College Coach Program, Back-Up Care Program, PTO for Volunteer Hours Employee Matching Gifts Program, ERGs, Inclusion and Diversity Programs Transamerica & Community Transamerica is part of Aegon, a global financial services group. We focus on helping people live their best lives and address environmental and societal issues through responsible business practices. More information at transamerica.com. #J-18808-Ljbffr Transamerica

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